EPIQ Capital Group’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $255K | Buy |
+7,009
| New | +$255K | 0.07% | 65 |
|
|
2024
Q1 | – | Sell |
-11,070
| Closed | -$202K | – | 68 |
|
|
2023
Q4 | $202K | Buy |
11,070
+351
| +3% | +$6.41K | 0.09% | 52 |
|
|
2023
Q3 | $201K | Hold |
10,719
| – | – | 0.1% | 50 |
|
|
2023
Q2 | $242K | Sell |
10,719
-9,930
| -48% | -$224K | 0.12% | 45 |
|
|
2023
Q1 | $367K | Sell |
20,649
-5,000
| -19% | -$88.8K | 0.18% | 34 |
|
|
2022
Q4 | $462K | Hold |
25,649
| – | – | 0.25% | 28 |
|
|
2022
Q3 | $429K | Buy |
+25,649
| New | +$429K | 0.21% | 30 |
|